First Allied Advisory Services’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-1,500
| Closed | -$254K | – | 1244 |
|
2019
Q1 | $254K | Sell |
1,500
-24
| -2% | -$4.06K | 0.01% | 949 |
|
2018
Q4 | $279K | Hold |
1,524
| – | – | 0.01% | 811 |
|
2018
Q3 | $262K | Buy |
1,524
+5
| +0.3% | +$860 | 0.01% | 972 |
|
2018
Q2 | $222K | Sell |
1,519
-53
| -3% | -$7.75K | 0.01% | 1020 |
|
2018
Q1 | $208K | Buy |
+1,572
| New | +$208K | 0.01% | 1029 |
|